Crow's Nest Holdings LP
RICHMOND VA · SEC CIK 0001898772
$3.31亿2026Q2 申报市值
11持仓数
95.2%前十大占比 · 第一大 26.7%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASML 新建仓+$1,661.18万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$2,264.23万
LPX 减仓-$1,966.50万
MEDP 清仓-$1,920.76万
TSM 减仓-$1,910.28万
GOOG 减仓-$1,548.75万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | $8,835.05万 | 26.72% | 185,000 | -40,000 | -17.8% | -$1,910.28万 | 减仓 |
| AMZN | AMAZON COM INC | $4,170.95万 | 12.61% | 175,000 | -95,000 | -35.2% | -$2,264.23万 | 减仓 |
| ENSG | ENSIGN GROUP, INC. (THE) CMN | $3,686.90万 | 11.15% | 230,000 | -77,708 | -25.3% | -$1,245.66万 | 减仓 |
| GOOG | ALPHABET INC | $2,985.64万 | 9.03% | 84,500 | -43,833 | -34.2% | -$1,548.75万 | 减仓 |
| LPX | LOUISIANA PACIF | $2,517.12万 | 7.61% | 320,000 | -250,000 | -43.9% | -$1,966.50万 | 减仓 |
| META | META PLATFORMS INC | $2,379.90万 | 7.20% | 42,250 | -21,750 | -34.0% | -$1,225.16万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,803.71万 | 5.45% | 76,000 | -45,000 | -37.2% | -$1,067.98万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,758.29万 | 5.32% | 13,200 | -10,467 | -44.2% | -$1,394.25万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,683.22万 | 5.09% | 225,000 | -147,633 | -39.6% | -$1,104.44万 | 减仓 |
| ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $1,661.18万 | 5.02% | 8,350 | 8,350 | — | $1,661.18万 | 新建仓 |
| TBBB | BBB FOODS INC | $1,583.46万 | 4.79% | 380,000 | -170,000 | -30.9% | -$708.39万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,920.76万 | 清仓 |